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January 2011

News Sarkozy wants major changes in commodities markets !

Sarkozy also told speculators to be prepared for big losses if they bet against the euro

January 2011

News Will the new interest rate of PEL (french housing savings plan) be a booster for the CMS spread market?

As the market of spreads on Constant Maturity Swaps (CMS) had been reducing to almost nothing since the crisis, the new valuation methodology of PEL could be a booster ...

January 2011

Strategy Is inflation about to dent markets?

It is always sobering when one of this writer’s year-ahead predictions appears obsolete after only a few days. And it was only last week that his belief that policy may remain easy during 2011 already started to be (...)

January 2011

Opinion Predictions for 2011 by BlackRock’s Bob Doll

According to Bob Doll, stocks will outperform bonds and cash and will record a third straight year of double digit percentage returns

January 2011

Note The frantic flight to liquidity and solvency

Some markets have been exhibiting dysfunctions for nearly 4 years. The flight to liquidity and compliance with solvency requirements of banks and states with financial issues, have been - and still is - only ensured by non-conventional financing provisions and emergency (...)

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